3,362 hedge funds and large institutions have $163B invested in IBM in 2025 Q3 according to their latest regulatory filings, with 212 funds opening new positions, 1,460 increasing their positions, 1,175 reducing their positions, and 141 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

0.95% less ownership

Funds ownership: 62.99%62.04% (-0.95%)

6% less capital invested

Capital invested by funds: $172B → $163B (-$9.73B)

31% less funds holding in top 10

Funds holding in top 10: 12184 (-37)

Holders
3,362
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
84
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.72B
Puts
$4.07B
Net Calls
Net Calls Change

Top Sellers

1 -$1.59B
2 -$1.38B
3 -$584M
4
BlackRock
BlackRock
New York
-$253M
5
Raymond James Financial
Raymond James Financial
Florida
-$128M
Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
3401
Financial Advocates Investment Management
Washington
KIM
3402
Kane Investment Management
California
AA
3403
AJ Advisors
Tennessee
BWG
3404
Berry Wealth Group
Texas
NWAG
3405
Net Worth Advisory Group
Utah
W
3406
Wealthquest
Ohio
MGWA
3407
Monument Group Wealth Advisors
Massachusetts
SIC
3408
Sterling Investment Counsel
New York
TPF
3409
Tribridge Partners Financial
Maryland
OA
3410
Oak Associates
Ohio
DC
3411
Dahring Cusmano
Michigan
DC
3412
Diametric Capital
Massachusetts
SIM
3413
Seaview Investment Managers
Florida
ARC
3414
Advisor Resource Council
Texas
IC
3415
Iconiq Capital
California
FC
3416
FORA Capital
Florida
AC
3417
ASB Consultores
Florida
DWG
3418
Darden Wealth Group
Michigan
CWMGP
3419
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
PPWM
3420
PFG Private Wealth Management
Florida
IA
3421
IAM Advisory
Pennsylvania
AMM
3422
American Money Management
California
MPM
3423
MBB Public Markets
Illinois
LAM
3424
Longboard Asset Management
Arizona
SMFG
3425
Sumitomo Mitsui Financial Group
Japan